John Hancock-posted 8 months ago
$60,375 - $100,625/Yr
Full-time • Entry Level
Remote • Boston, MA
Insurance Carriers and Related Activities

This role represents an opportunity to be at the forefront of transformation, innovation and service excellence for our U.S. Retirement business. You will help to shape a new retirement recordkeeping and trust operations ecosystem including the complimentary tenets of people, process, technology and data. You will be instrumental in evolving a new culture focused on efficiently implementing and servicing new retirement business, transforming and growing our U.S. Retirement business, while maintaining our reputation for service excellence. The Plan Implementation Manager (PIM) will apply their knowledge, experience, and understanding of U.S. retirement regulations, products, systems and operational onboarding, ongoing service process, and operational controls to support and deliver a best-in-class customer and internal user experience. The PIM is accountable for overall project management and onboarding of new retirement accounts to the platform at Manulife/John Hancock. The PIM will also be accountable for other business-to-business tasks and accountabilities supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM will manage the Sponsor and Advisor relationship experience as the plan transitions to Manulife Retirement John Hancock during the onboarding process. The PIM will ensure on-time and accurate requirements, customer experience delivery of plan set-up, payroll set-up and investment mapping of client assets. Additional responsibilities to manage ongoing service delivery and internal controls will also apply. The PIM will primarily coordinate internally with our data, payroll, ERISA, sales, and relationship teams. Additional coordination with specialty teams may be required on as needed basis. This is to ensure the proper transition consultation, ensures key milestones are completed on time, and will work alongside other team specialty members to ensure that conversion data, payroll set-up and plan set-up is completed with a high degree of accuracy. Success will be measured externally by net promoter score results at time of go-live and within a warranty period after going live. Internally, success will be measured by the efficiency and effectiveness of servicing the plan after go-live.

  • Build and maintain new relationships throughout the entire post-sale implementation process and go-live post implementation process.
  • Handle a full caseload of any size cases with varying complexities, managing different conversion options, and supporting the products and features as outlined in the product catalog.
  • Participate in Plan Specifications meetings and ensure the Plan Specifications document is signed for plan set-up.
  • Lead all project updates and communication with external and internal parties.
  • Documenting, socializing, and obtaining leadership approvals for servicing of any non-standard features/capabilities or client requested personalized/custom or manual business processes.
  • Creating processes and controls for any approved non-standard features/capabilities or client requested personalized/custom or manual business processes.
  • Deliver required communications and documentation to the client, drafting or amending appropriately when needed.
  • Support Technical calls to review data integrity and analysis with Plan Sponsors, Financial Advisors, and TPAs.
  • Review web testing scenarios and testing results from the Plan set-up team for B2B and B2C processes.
  • Assist with the final quality review in preparation for hand-off to ongoing service teams.
  • Ensuring complete and accurate indexing of all project documentation in related CRM and Indexing tools.
  • Provide oversight and ownership of the processing of large financial transactions.
  • Identify and support training and developmental needs of the department.
  • Support, facilitate, and influence process improvement initiatives and strategies including work on small- and large-scale projects.
  • Serve as a change leader, seek continuous improvement opportunities, and work to close process gaps.
  • 1 - 3 years of experience as a Plan Implementation Manager or a similar role.
  • Experience working with the FIS Omni Recordkeeping Platform including the business to business and business to customer scope of services (highly desirable).
  • Flexibility, adaptability, agility, and the capability to innovate and evolve while working through ambiguities associated with new processes, new system, and new products.
  • Firm understanding of U.S. Retirement marketplace and Plan Provider Services including but not limited to: recordkeeping / trust, custody and investment operations.
  • Expertise in one or more of the following end-to-end processes: presales thru sold business, plan onboarding, participant enrollment, payroll and eligibility services, money in motion, distribution processing, plan compliance services, and global cash and trade reconciliation.
  • Proven knowledge of U.S. Retirement regulations and operations.
  • Excellent customer service and communication skills (verbal and written).
  • Ability to build and maintain relationships while focusing on professionalism.
  • Excellent knowledge of workflows, procedures and the functionalities, complexities, and limitations of our systems.
  • Expert problem solving, analytical, judgment and decision-making skills.
  • Ability to effectively articulate processes and procedures.
  • Effective time management and ability to multi-task, organize, and prioritize.
  • Bachelor's degree or Certifications in Retirement Compliance and Operations preferred.
  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short- and long-term disability insurance
  • Life and AD&D insurance coverage
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans (including pension/401(k) savings plans)
  • Global share ownership plan with employer matching contributions
  • Generous paid time off program including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time
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